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COSIX vs JSORX
COSIX vs JSORX Comparison
Open Charts COSIX vs JSORX
Columbia Strategic Income A
Price$21.95
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets5.84B
JPMorgan Strategic Income Opports R5
Price$11.47
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.45B
COSIX vs JSORX Comparison Chart in %
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COSIX vs. JSORX commentary
Jul 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is COSIX is a Hold and JSORX is a Hold.
FUNDAMENTALS
Fundamentals
JSORX has more cash in the bank: 10.5B vs. COSIX (5.84B). COSIX pays higher dividends than JSORX: COSIX (4.94) vs JSORX (4.67). COSIX was incepted earlier than JSORX: COSIX (48 years) vs JSORX (17 years). COSIX (0.94) is less costly to investors than JSORX (0.73). JSORX is a more actively managed with annual turnover of: 544.00 vs. COSIX (272.00). JSORX has a lower initial minimum investment than COSIX: JSORX (0) vs COSIX (2000). COSIX annual gain was more profitable for investors over the last year : 6.04 vs. JSORX (4.68). JSORX return over 5 years is better than : 17.32 vs. COSIX (13.15).
| COSIX | JSORX | COSIX / JSORX | |
| Total Expense Ratio | 0.94 | 0.60 | 157% |
| Annual Report Gross Expense Ratio | 0.94 | 0.73 | 129% |
| Fund Existence | 48 years | 17 years | - |
| Gain YTD | 4.035 | 2.301 | 175% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 10.5B | 56% |
| Annual Yield % from dividends | 4.94 | 4.67 | 106% |
| Returns for 1 year | 6.04 | 4.68 | 129% |
| Returns for 3 years | 17.70 | 15.39 | 115% |
| Returns for 5 years | 13.15 | 17.32 | 76% |
| Returns for 10 years | 34.94 | 35.82 | 98% |
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